by Raynovich Rod | Mar 28, 2013 | 2023-24 Life Science Portfolios, Biopharmaceuticals
Rayno Life Science Stocks Having A Nice Q1 Ending Run Well known Large Caps Dominate Rayno focus stocks that are running up 2% + today: AMGN, AMRI, ASTX, BIIB, GILD, QGEN, and REGN. The Biopharma sector is outperforming Tools and Dx for Q1. Tools and DX winners for...
by Raynovich Rod | Mar 5, 2013 | 2024 Rayno Biopharmaceuticals Portfolio, Macro
FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points...
by Raynovich Rod | Feb 15, 2013 | BIOgraph, Macro
The Stock Market Realty Shows In case you missed it stocks lately are being driven by hedge funds and celebrity billionaires who tout their positions. The Icahn vs Ackman drama is the latest high profile realty show featured mainly by CNBC-TV. Biotechnology stocks...
by Raynovich Rod | Sep 14, 2012 | BIOgraph, Clinical Diagnostics and Tools, Macro
FED Policy Boosts Risk Assets -QQQs Should Outperform IBB We expect the biotech sector to slightly underperform NASDAQ (QQQ $70.22) in light of “QE Forever” yesterday and the shift to financials, materials, tech and other risk assets. Prior to yesterday...
by Raynovich Rod | Nov 21, 2011 | 2024 Rayno Biopharmaceuticals Portfolio, BIOgraph, Life Science ETF's and Mutual Funds
Pharmasset Buyout Brings To Mind M&A Upside for Biotech Stocks: ETF’s and Funds Lead the Way Gilead (GILD $35) stepped up with a huge buyout of Pharmasset (VRUS $134.21) driving the stock up 89% over Fridays’ close and 519% YTD! Pharmasset has no...
by Raynovich Rod | Nov 18, 2011 | BIOgraph, Biopharmaceuticals
Dendreon (DNDN $10.94) soared 44% today on a business update saying Provenge sales for its prostate cancer treatment were better than expected. Fourth quarter gross revenues were $82M with full year revenues at $228M .Also the Center for Medicare and Medicaid...
by Rod Raynovich | Sep 27, 2011 | 2023-24 Life Science Portfolios, BIOgraph
A 2.7+% rally faded today as European debt crisis headlines put a damper on optimism. Many of the pundits were skeptical of the rally saying it was driven by short covering. Biotechs Outperforming This Month With all of this volatility you’d think we found a...
by Rod Raynovich | Dec 6, 2010 | 2023-24 Life Science Portfolios, BIOgraph
Life Science ETF’s: Strategy and Composition There are several ETF’s with biotech and drug positions but the three that are large, liquid and better known with asset values are : First Trust Amex Arca Biotech Index (FBT,$166M) , iShares Nasdaq...
by Rod Raynovich | Mar 5, 2010 | BIOgraph
The rally in biotech is back with lots of help from InterMune (ITMN).The stock was up over 60% to 23 this am after the Company posted briefing documents for the March 9 Pulmonary-Allergy Drugs Advisory Committee(PADAC) meeting to review the NDA for pirfenidone...
by Rod Raynovich | Jan 25, 2010 | BIOgraph
AMGN-Top line revenue slowing One of the largest biotech companies reported earnings within estimates with full year 2009 EPS of $4.91 up 8% on Revenue of $14.6B down 2%.2010 Total Revenue is expected to be in the $15.1B to $15.5B range with adjusted EPS at $5.05 to...